Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
4.64%
6 Months
18.13%
20.32%
1 Year
13.15%
29.93%
3 Years
14.12%
—
5 Years
11.96%
—
Since Inception
13.25%
15.24%
Fund Age
5 yrs 1 mo
1 yr 9 mo
AUM
₹77.09 Cr
₹3.17 Cr
Alpha – 1 Year
10.17%
25.21%
Alpha – 3 Years
2.24%
—
Information Ratio – 3 Years
0.36
—
Volatility – 1 Year
23.76%
24.54%
Volatility – 3 Years
19.81%
—
Beta – 1 Year
1.23
1.19
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.40
0.97
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
8.04%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−27.15%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 28% · S 44%
L 28% · M 19% · S 50%
Number of Stocks
20
36
Portfolio P/E
52.66
71.00
Top 5 Holdings
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –